GLG's Harker and co: Why we love it when the knives come out for Japan

FUND MANAGER FOCUS

GLG's three-strong Japan CoreAlpha team, led by Stephen Harker, speak to Investment Week about Abenomics, the yen and why market weakness so far this year has cheered them up.

Japan, perhaps more than any other economy, has seen many false dawns, with nearly every investor having a tale to tell about how they got it wrong. Nearly two decades of deflation have been a huge headwind for investors, as have movements in the value of the yen, which can often erode any gains for foreigners trying to play Japan’s markets. However, some fund managers have achieved more consistent success investing in the region, including GLG’s renowned team, headed by Stephen Harker, who is assisted by Jeff Atherton and Neil Edwards. Launched in 2006, their GLG Japan CoreAlpha f...